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Release Ver. 21.71.1 (5 Nov 2026) – Treatment Plans, LOINC Flowsheets & Advanced Billing

We are excited to share the latest enhancements deployed to Invent Medical! This update introduces faster treatment plans built from existing procedures, comprehensive LOINC integration across flowsheets and lab orders, automated Topaz signature pad reconnection, centralized insurance package pricing, and an in-depth Procedure Payment report.

📋 Treatment Plans​

  • Faster Treatment Plan Creation:
    • Build a treatment plan directly from a patient's existing procedures with the treatment planned status, supporting multi-procedure selection at once.
  • Reusable Procedures:
    • Reuse the exact same procedure across multiple treatment plans, eliminating the need to duplicate procedures for alternative treatment options.
  • Easier Priorities:
    • View and modify procedure priorities effortlessly, either individually or in bulk.
  • Editable Plan Notes:
    • Update plan notes directly from within the plan workspace.

🧪 Laboratory and Flowsheets​

  • LOINC Integration Across Observations:
    • LOINC codes are now displayed wherever observations are picked or listed—including flowsheet setup, lab order and result tests, observation chart setup, and printouts.
    • Because many LOINC terms differ only by method or specimen, names alone are no longer relied upon. Vital signs can now be searched by their element code (e.g., searching 8867-4 finds Heart rate).
  • LOINC Panels in Flowsheet Setup:
    • Add an entire panel (such as a lipid panel or CBC with differential) to a flowsheet in one go. Panels appear as section headers with one row per member, and nested panels become their own nested sections.
    • Required members are ticked by default, while optional or conditional members are left unticked with their LOINC condition displayed nearby.
    • Members already recorded as a vital sign are added as that vital sign (e.g., Systolic and diastolic combine into a single Blood pressure row).
    • Existing members already in the flowsheet are disabled, and members discouraged by LOINC are left out accompanied by a note.
  • Timeline Integration:
    • Lab orders and lab results now appear directly on the patient timeline.

🦷 Teeth Chart & Signature Pad​

  • Teeth Chart Enhancements:
    • Procedure label chart effects are now accurately drawn on the teeth chart.
    • [Fix] Implants are correctly colored based on their treatment status.
  • Signature Pad Auto-Recovery & Controls:
    • The Topaz signature pad automatically reconnects after the computer wakes from sleep, resolving previous issues where signing required a browser restart.
    • The signature box now features a pad status button indicating connection health, a dedicated Reconnect button, and version details for support. If the pad check fails, the status turns orange instead of silently falling back to mouse/touch signing.
    • [Fix] Only one signature box remains active at a time across all open browser tabs.

💳 Billing and Insurance​

  • Per-Session Pricing on Packages:
    • Package lines and package template lines can now carry a specific price per session, used to properly value sessions redeemed from a package.
  • Accounting & Claim Fixes:
    • [Fix] The accounting date of an invoice now matches its invoice date by default.
    • [Fix] Rejected claim lines are correctly excluded from outstanding insurance payments.
    • [Fix] Removing an insurance policy from a procedure properly reverts its price back to the original price list.

📊 Reports, Appointments & Platform​

  • New Procedure Payment Report:
    • Lists every procedure with its associated invoice and payment breakdown, including treatment status, billing status, normal vs. package billing, invoice status, and payment status. Paid amounts are calculated clearly based on invoice states, partial payments, and package session values.
  • Additional Report Updates:
    • Daily Procedures report: Now displays the session value of procedures redeemed from packages.
    • Patient Invoice Analysis report: Now includes the procedure code, clinic, and insurance details.
    • Provider collections report: Features the procedure date, hides insurance details on self-pay invoices, and shows procedures without an insurance policy as no coverage.
    • Appointments report & list: The appointments report displays the day of the week, and the appointments list includes a branch column.
  • Appointments, Schedule & Platform:
    • [Fix] The calendar correctly shows the first name of appointment assistants if included in the appointment appearance.
    • [Fix] Blockouts with an archived type continue to display properly on the calendar.
    • [Fix] Message center and communication log cards now display exact timestamps for when messages were logged and identify the user who logged them.
    • Backup Logs Infrastructure: Database and file backup logging infrastructure has been established (user management interface coming soon).